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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
501
Forza Wealth Management
Florida
$752K – – –
HIA
502
Harbor Investment Advisory
Maryland
$750K – – –
IFWM
503
Institute for Wealth Management
Colorado
$747K -$6.59K -78 -0.8%
GRP
504
Global Retirement Partners
California
$743K +$136K +1,604 +21%
BCM
505
Brookstone Capital Management
Illinois
$741K -$5.09M -60,168 -86%
TNB
506
Thomasville National Bank
Georgia
$738K -$47.9K -566 -6%
NA
507
Navellier & Associates
Nevada
$737K +$774K +9,156 New
AA
508
Alesco Advisors
New York
$736K +$773K +9,146 New
IAIM
509
International Assets Investment Management
Florida
$729K +$797K +9,426 New
MW
510
Marcum Wealth
Ohio
$725K -$15.2K -180 -2%
CW
511
CreativeOne Wealth
Kansas
$720K -$2.85M -33,756 -79%
FHA
512
Flagship Harbor Advisors
Massachusetts
$718K -$13.4M -158,920 -95%
HAS
513
HBW Advisory Services
California
$717K -$403K -4,764 -35%
ARG
514
Advisory Resource Group
Oklahoma
$713K -$18.6K -220 -2%
PSCM
515
Per Stirling Capital Management
Texas
$712K +$476K +5,632 +175%
ACS
516
Archford Capital Strategies
Illinois
$695K – – –
FTWA
517
Fifth Third Wealth Advisors
Ohio
$695K +$163K +1,924 +29%
PA
518
PFG Advisors
Arizona
$690K -$34.2K -404 -4%
RWA
519
Ropes Wealth Advisors
Massachusetts
$688K +$10.3K +122 +1%
HIM
520
Hanlon Investment Management
New Jersey
$683K +$717K +8,486 New
TA
521
Trellis Advisors
Washington
$681K – – –
FRA
522
Frank Rimerman Advisors
California
$681K +$23.5K +278 +3%
SIA
523
SkyView Investment Advisors
New Jersey
$678K -$909K -10,752 -56%
PWA
524
PCG Wealth Advisors
Kansas
$673K +$35.5K +420 +5%
SPWM
525
Schrum Private Wealth Management
Florida
$673K – – –
19 20
21
22 23